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JobNimbus Feedback

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5 results found

  1. Missing Payment amount and type fields available on api and/or email templates

    I'd like to automate based on the amount and type for example:

    Cash/Check Payment -> Manager needs a task to make sure it gets to the bank
    JobNimbus Payment -> Send to spreadsheet to consolidate for accounting dept.

    Can we get the following field available in either an email template, Zapier, or in the API?:

    Amount (Amount of the purchase)
    Method/Payment Type(Card, Bank, Cash, ect.)
    Merchant (JobNimbusPayments, WePay, Global Payments)
    RelatedRecordID/JNID
    RelatedRecondNumber/ContactNumber/JobNumber
    RelatedInvoiceID

    25 votes

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    21 comments  ·  Payment Platforms  ·  Admin →
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  2. Ability to Edit JobNimbus Payments Reference Number

    "We have been told we cannot edit the JobNimbus payments reference section to our needs. We would like to be able to edit the reference # by adding EE representing Electronic Check without causing a sync error or even better have the payment method selection as ECheck not Check. This would greatly help with our QB record keeping. The payment method is an Electronic Check and we would like to show it as such in our records."

    1 vote

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    0 comments  ·  Payment Platforms  ·  Admin →
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  3. Exclude line items from getting convenience fee added to it with 'Build Into Margin' enabled

    Ability to exclude line items from surcharge fee when fee is built into the margin

    2 votes

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    0 comments  ·  Payment Platforms  ·  Admin →
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  4. Send Payment Receipt

    Would like to be able to send a receipt through Payments under the Financials tab (clicking the three dots only allows for Edit or Delete)

    19 votes

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    Viewed  ·  2 comments  ·  Payment Platforms  ·  Admin →
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  5. Access Profile Setting for Payments

    In access profiles, have the ability to only give certain users access to edit or view payments.

    5 votes

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    Viewed  ·  0 comments  ·  Payment Platforms  ·  Admin →
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